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Our financial advice team


Richard Travis, Financial Advisor serving the Lake Jackson, TX area - Ameriprise Advisors

Richard Travis

CLU®, ChFC®, CRPS, CRPC

Financial Advisor

Business Financial Advisor
Travis Financial
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans

Qualifications

  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • CRPS™ Chartered Retirement Plans Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Faith
  • Family
  • Community